Abbot Financial Management, Inc.

Q1 2025 13F Holdings

  • Location
    andover, MA
  • Num holdings

    127

  • Value ($000)

    $192,751

  • Date Filed
    05/07/2025
  • Form type
    13F-HR
  • CIK
    0001714341
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
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Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
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$7.65M
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VANGUARD INDEX FDS

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$6.49M
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CAP STK CL A
$5.69M
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VIG
VIG

VANGUARD SPECIALIZED FUNDS

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$4.28M
2 %

22,058

XLK
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SELECT SECTOR SPDR TR

TECHNOLOGY
$4.15M
2 %

20,123

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$4.14M
2 %

99,155

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$3.97M
2 %

64,296

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